Purchases and Sales Made in Q3 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
7.27K
New
$682K - $715K
7.27K $710K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
7.21K
+ 15.95%
$677K - $710K
52.4K $5.12M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
7.18K
+ 291.4%
$674K - $707K
9.65K $943K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
7.11K
+ 2.45%
$668K - $700K
298K $29.1M
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
7.08K
+ 1.64%
$664K - $697K
439K $42.9M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
6.9K
+ 119.12%
$648K - $679K
12.7K $1.24M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
6.77K
+ 44.88%
$636K - $667K
21.9K $2.14M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
6.73K
+ 7.87%
$632K - $662K
92.2K $9.01M
Oct 19, 2023 Q3 2023
Slow Capital, Inc.

BUY
 -
6.72K
+ 9.59%
$630K - $661K
76.8K $7.5M
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
6.64K
+ 3100.47%
$623K - $653K
6.85K $669K
Oct 05, 2023 Q3 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
6.61K
+ 6.49%
$620K - $651K
108K $10.6M
Oct 25, 2023 Q3 2023
Signature Estate & Investment Advisors LLC

BUY
 -
6.59K
+ 53.36%
$619K - $649K
18.9K $1.85M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
6.56K
+ 1.85%
$616K - $646K
361K $35.2M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
6.56K
New
$616K - $646K
6.56K $641K
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
6.51K
New
$611K - $641K
6.51K $636K
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
6.51K
+ 17.27%
$611K - $641K
44.2K $4.32M
Oct 12, 2023 Q3 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
6.49K
+ 20.49%
$609K - $639K
38.2K $3.73M
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
6.44K
+ 3.18%
$604K - $634K
209K $20.4M
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
6.44K
New
$604K - $633K
6.44K $629K
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
6.37K
+ 23.88%
$598K - $627K
33.1K $3.23M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
6.35K
+ 0.85%
$596K - $625K
750K $73.2M
Nov 13, 2023 Q3 2023
Western Asset Management Company, LLC

Pasadena, CA
BUY
 -
6.24K
New
$585K - $614K
6.24K $609K
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
6.22K
+ 115.38%
$584K - $612K
11.6K $1.13M
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
6.16K
+ 4.46%
$578K - $606K
144K $14.1M
Nov 08, 2023 Q3 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
6.11K
New
$573K - $601K
6.11K $597K
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
6.07K
+ 1.59%
$570K - $597K
387K $37.8M
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
6.04K
New
$567K - $594K
6.04K $590K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
6K
+ 6.86%
$563K - $590K
93.4K $9.13M
Oct 10, 2023 Q3 2023
Peddock Capital Advisors, LLC

BUY
 -
5.99K
+ 3.85%
$562K - $589K
161K $15.8M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
5.9K
New
$554K - $581K
5.9K $577K
Oct 17, 2023 Q3 2023
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
5.9K
+ 13.84%
$554K - $581K
48.5K $4.74M
Nov 14, 2023 Q3 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
5.86K
+ 3.96%
$550K - $577K
154K $15M
Nov 03, 2023 Q3 2023
Paragon Advisors, LLC

BUY
 -
5.85K
+ 15.12%
$549K - $576K
44.5K $4.35M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
5.81K
+ 29.41%
$545K - $572K
25.6K $2.5M
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
5.79K
+ 11.4%
$544K - $570K
56.6K $5.53M
Oct 17, 2023 Q3 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
5.75K
New
$540K - $566K
5.75K $562K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
5.75K
New
$539K - $566K
5.75K $562K
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
5.73K
+ 8.2%
$538K - $564K
75.6K $7.39M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
5.73K
+ 127.43%
$538K - $564K
10.2K $999K
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
5.61K
+ 26.83%
$526K - $552K
26.5K $2.59M
Nov 08, 2023 Q3 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
5.53K
+ 9.1%
$519K - $545K
66.4K $6.48M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
5.42K
New
$508K - $533K
5.42K $529K
Oct 10, 2023 Q3 2023
Navalign, LLC

BUY
 -
5.4K
+ 219.4%
$506K - $531K
7.85K $767K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.33K
+ 7.17%
$500K - $524K
79.6K $7.77M
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
5.22K
+ 2.53%
$490K - $514K
212K $20.7M
Nov 14, 2023 Q3 2023
Wilshire Advisors LLC

Santa Monica, CA
BUY
 -
5.21K
+ 1.6%
$489K - $513K
330K $32.3M
Nov 02, 2023 Q3 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
5.11K
+ 6.14%
$480K - $503K
88.4K $8.64M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
5.05K
+ 7.05%
$474K - $497K
76.7K $7.49M
Oct 20, 2023 Q3 2023
Reston Wealth Management LLC

BUY
 -
4.99K
New
$469K - $492K
4.99K $488K

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